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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,745 | $150,447+68.7% | $136,298+86.2% | $147,586+71.9% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 14.78% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,870 | $5,256+11.7% | $4,696+25.0% | $4,876+20.4% |
| Participant deferral / active EE | $13,572 | $6,631+104.7% | $6,247+117.3% | $5,439+149.5% |
| Admin fee / account holder | $13,201 | $10,906+21.0% | $9,244+42.8% | $10,886+21.3% |